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Eagle Rock Investment Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Eagle Rock Investment Company’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$800K Hold
3,379
– – 0.1% 101
2026
Q1 		$727K Hold
3,379
– – 0.11% 105
2025
Q4 		$743K Buy
3,379
+1,239
+58% +$271K 0.1% 105
2025
Q3 		$462K Hold
2,140
– – 0.07% 123
2025
Q2 		$438K Hold
2,140
– – 0.07% 119
2025
Q1 		$415K Hold
2,140
– – 0.07% 120
2024
Q4 		$419K Hold
2,140
– – 0.07% 120
2024
Q3 		$424K Hold
2,140
– – 0.07% 119
2024
Q2 		$391K Hold
2,140
– – 0.07% 116
2024
Q1 		$391K Hold
2,140
– – 0.07% 117
2023
Q4 		$365K Hold
2,140
– – 0.07% 113
2023
Q3 		$333K Hold
2,140
– – 0.08% 110
2023
Q2 		$350K Hold
2,140
– – 0.08% 109
2023
Q1 		$330K Hold
2,140
– – 0.08% 108
2022
Q4 		$334K Hold
2,140
– – 0.08% 114
2022
Q3 		$289K Hold
2,140
– – 0.08% 106
2022
Q2 		$307K Buy
+2,140
New +$326K 0.08% 106

Other funds holding VIG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Eagle Rock Investment Company's VIG Position: Q2 2026 in Review

Eagle Rock Investment Company held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 3,379 shares worth $800K. The position accounts for 0.1% of the portfolio, ranked #101.

Eagle Rock Investment Company first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. 1,213 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Eagle Rock Investment Company held 3,379 shares of Vanguard Dividend Appreciation ETF worth $800K as of Q2 2026.
  • Eagle Rock Investment Company left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Eagle Rock Investment Company's portfolio in Q2 2026, its #101 holding.
  • Eagle Rock Investment Company first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.